Tagged Content List

Re: Localised sample data

Save the data into a unicode-compliant text file, NOT a csv. The import tool will read it and bring the data in correctly. Leon Tribe
Forum Reply | on 16 Oct 2008 by Leon Tribe

Re: Move CRM4 contact data to Outlook?

If you have the option enabled, all contacts you've created or that belong to accounts you've created will be automatically synced to Outlook. The rules behind what gets brought down to Outlook can also be changed to suit your needs i.e. 'only sync contacts whose name is XXX' Leon...
Forum Reply | on 16 Sep 2008 by Leon Tribe

Re: Recommended Resources for New Users?

There is a downloadable user guide from Microsoft which may go into more detail http://www.microsoft.com/downloads/details.aspx?FamilyID=0db4d487-1baa-4619-9bc5-074d73c3997d&DisplayLang=en Leon Tribe
Forum Reply | on 18 Nov 2008 by Leon Tribe

Re: Upgrade: CRM 3.0 > CRM 4.0 - with the data migration?

The implementation guide is a good start: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en This takes you some of the way there. The rest you should be able to piece together from the forum posts and Google. The short version is...
Forum Reply | on 28 Sep 2008 by Leon Tribe

Re: Migrating CRM 4.0 to a new server

Broadly speaking you install CRM 4.0 on the new server and you can then restore the VMWare CRM DB onto the new SQL server and add it in via the deployment manager. The implementation guide gives information on this: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang...
Forum Reply | on 9 Nov 2008 by Leon Tribe

How to represent specific color for chart in crm 2011

Need to show appropriate color for every specific value in field. There was an two fields, "Account Names" and "Range Values" Range VAlue is an dropdown(Optionset) which contains red,green, gray and blue. i created chart for displaying account Names related to range values , and...
Forum Thread | on 10 Jul 2014 by vijay12872

How to trigger Javascript in Grid Refreshing?

I create one javascript function For calculate the No.Of Days from created Date and show in one Field. And I add that script in Form Load and as well Form Save Actions.It was Working Fine. Now My question is,I need to trigger that javascript function grid's(view) refresh.Or I need to calculate...
Forum Thread | on 10 Jul 2014 by vijay12872

Re: Microsoft Office Information Bridge Framework

There was a component called the Bridge Framework and it was great. Microsoft themselves used this in some of their demos and the part of it people remember was the ability to adjust a quote in Word and send this information directly back to CRM from the Word screen. The bad news is it was available...
Forum Reply | on 29 Sep 2008 by Leon Tribe

Re: Leads/Contacts/Accounts/Opportunities

Generally speaking the definitions are quite flexible but here is the common definition: Lead: An unqualified opportunity. This could be as simple as a business card or a conversation overheard in a pub Contact: The individuals your business interacts with during the normal course of the day (normally...
Forum Reply | on 25 Sep 2008 by Leon Tribe

Re: Uploading from one crm system to MS Crm

Short of developing an import utility or using a third party tool like Scribe, if you can extract the data out of the CRM into csv format, you can import it using the standard import utilities that come with CRM. Leon Tribe
Forum Reply | on 29 Sep 2008 by Leon Tribe

Re: Check list linked to a new course form

I personally would still push for activity creation as you can report off this a lot more easily than a spreadsheet. You can stage them so that when the last activity of one stage is completed the next ones are created. Another option would be to iFrame the spreadsheet or an equivalent and hold the...
Forum Reply | on 9 Sep 2008 by Leon Tribe